Do you expect to build more AI technology into your advice practice operations over the course of 2025?
- Yes (56%)
- No (29%)
- Not sure (15%)
Start Date: January 21, 2025 @ 11:01 am
End Date: February 4, 2025 @ 1:07 pm
End Date: February 4, 2025 @ 1:07 pm
What is your preferred term for the new class of adviser?
- Product Consultant (35%)
- Restricted Adviser (27%)
- Product Agent (17%)
- None of these (10%)
- Advice Consultant (7%)
- Advice Associate (2%)
- Qualified Adviser (2%)
Start Date: December 17, 2024 @ 2:07 pm
End Date: January 21, 2025 @ 11:04 am
End Date: January 21, 2025 @ 11:04 am
What is your preferred term for the new class of adviser?
- Product Agent (100%)
- Restricted Adviser (0%)
- Qualified Adviser (0%)
- Product Consultant (0%)
- Advice Consultant (0%)
- Advice Associate (0%)
Start Date: December 17, 2024 @ 12:19 pm
End Date: December 17, 2024 @ 2:28 pm
End Date: December 17, 2024 @ 2:28 pm
My firm’s email system is the most vulnerable entry point for cyber activity which may compromise the security of the personal details we hold for our clients.
- Agree (72%)
- Disagree (17%)
- I wish I knew (11%)
Start Date: December 3, 2024 @ 2:54 pm
End Date: December 17, 2024 @ 12:23 pm
End Date: December 17, 2024 @ 12:23 pm
Do you support the proposition that life insurance companies should be permitted to deliver limited advice directly to policy holders?
- No (63%)
- Yes (30%)
- Still not sure (7%)
Start Date: November 19, 2024 @ 12:26 pm
End Date: December 3, 2024 @ 2:55 pm
End Date: December 3, 2024 @ 2:55 pm